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OSTIX vs PHYQX
OSTIX vs PHYQX Comparison
Open Charts OSTIX vs PHYQX
Osterweis Strategic Income
Price$11.31
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets5.84B
OSTIX vs PHYQX Comparison Chart in %
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OSTIX vs. PHYQX commentary
Sep 15, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is OSTIX is a Hold and PHYQX is a Buy.
FUNDAMENTALS
Fundamentals
PHYQX has more cash in the bank: 21.1B vs. OSTIX (5.84B). PHYQX pays higher dividends than OSTIX: PHYQX (7.30) vs OSTIX (6.32). OSTIX was incepted earlier than PHYQX: OSTIX (23 years) vs PHYQX (14 years). OSTIX (0.83) is less costly to investors than PHYQX (0.38). PHYQX (42.00) and OSTIX (40.00) have comparable annual turnover. PHYQX has a lower initial minimum investment than OSTIX: PHYQX (0) vs OSTIX (5000). PHYQX annual gain was more profitable for investors over the last year : 9.27 vs. OSTIX (6.74). OSTIX return over 5 years is better than : 31.91 vs. PHYQX (28.84).
| OSTIX | PHYQX | OSTIX / PHYQX | |
| Total Expense Ratio | 0.83 | 0.38 | 218% |
| Annual Report Gross Expense Ratio | 0.83 | 0.38 | 218% |
| Fund Existence | 23 years | 14 years | - |
| Gain YTD | 4.641 | 7.890 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.84B | 21.1B | 28% |
| Annual Yield % from dividends | 6.32 | 7.30 | 87% |
| Returns for 1 year | 6.74 | 9.27 | 73% |
| Returns for 3 years | 28.04 | 30.78 | 91% |
| Returns for 5 years | 31.91 | 28.84 | 111% |
| Returns for 10 years | 63.46 | 76.78 | 83% |
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